United Dairy, Inc. 401(K) Plan — Form 5500 plan (United Dairy, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Dairy, Inc. 401(K) Plan is a benefit plan reported by United Dairy, Inc. under EIN 34-1141090 and plan number 003. The latest loaded filing year is 2023. The filing reports 141 participants and $10,158,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Dairy, Inc.
EIN
34-1141090
Plan number
003
Plan type
2
Location
Martins Ferry, OH
Latest filing year
2023
Participants
141
End-of-year plan assets
$10,158,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20250227132538NAL0002267777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,158,519
Total liabilities (EOY)
$0
Net assets (EOY)
$10,158,519
Net assets (BOY)
$8,396,249

Income & contributions

Employer contributions
$282,319
Participant contributions
$390,263
Total contributions
$750,540
Total income / additions
$2,097,318

Expenses & distributions

Benefits paid
$320,706
Administrative expenses
$14,342
Total expenses
$335,048
Net increase / (decrease)
$1,762,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCINVESTMENT ADVISOR$13,985not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$357$02023

Related Form 5500 pages